General FAQs
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Constituent Panel, Timeline or Lists not Displayed Properly
Very occasionally screens in Donorfy may not display properly - For example: The constituent profile may not be aligned correctly Constituent details panels may be missing or be blank Dashboard tiles may not be displaying Your browser stores som...
Ben Brett -
How to find all constituents without a valid Gift Aid Declaration (GAD)
You may want to run a Gift Aid Campaign or just report on constituent profiles that do not have a valid Gift Aid declaration, this article runs through the key steps to do just this... To do this you will need to: Find and Tag all those with a v...
Graham Bell -
FAQ: How often is Donorfy backed up?
All data on Donorfy is backed up throughout the day at regular intervals via our Microsoft Azure Server. This is described in more detail on the Microsoft website here. Further to this a daily backup to AWS backups in case anything catastrophic oc...
Graham Bell -
Resetting your password / Forgotten your password
If you are not able to log in due to your password either not working or you’ve forgotten your password, you can easily reset the password by requesting a new one. To request a new password from your login page (https://app.donorfy.com/) Click on...
Graham Bell -
Changing Your Username or Password
To change your username or change or reset your password sign on to Donorfy - your initials will be displayed at the top on the righthand side - see example below When you click on your name a form will be displayed that will enable you to m...
Ben Brett -
FAQ: Putting a Campaign Totaliser on your Website
We are often asked about whether it is possible to add a totaliser to a charities campaign appeal web page. Whilst the ability to draw campaign summary data via the API to be able to display the total on a webpage is unfortunately not something ...
Graham Bell -
Donorfy Terms and Conditions, Privacy Notice and Direct Debit Guarantee
When creating a Donorfy account, the person setting up your Donorfy database will have agreed to the following items: Terms and Conditions Privacy Notice Agreed to pay via Direct Debit - Professional Plan Sometimes, the documents for these items...
Graham Bell -
Product Development and Feature Update Requests
Do you have an idea to improve Donorfy? Great, click the link below and add your suggestion to the feature update requests page. All feature requests are looked at and considered for potentially taking forward within the product development. http...
Graham Bell -
Excel doesn't display diacritics (accents) in download files
If you create a download file which includes names or addresses containing diacritics (i.e. accents) then you may find that when you open the file in Excel that the diacritics are not properly displayed - however if you open the file in other prog...
Ben Brett -
Dates are showing in US format (MM/dd/yyyy)
If the dates in Donorfy are not shown in UK format (dd/MM/yyyy) then this normally means your browser has not been set to show UK dates. It's very simple to change the settings on your browser. If you are using Google Chrome: Go to Chrome Opt...
Andy Hopkins -
Dates are showing in US format in Safari on the Mac
If your dates are displaying in US format try these steps - open System Preferences on your Mac and then go into Language & Region Use the + button to add the correct language (e.g. English (UK)) to the preferred language list Make sure the ...
Ben Brett -
How to Find Your API Key
You need to be a Donorfy admin to do this - go to Settings and click on Account Select the Donorfy Settings tab - your Donorfy API key will be displayed.
Ben Brett -
Donorfy Sign On Notification
Donorfy sends notifications when you appear to have signed in from a new device - this is a warning in case someone is using your sign-on. The notification includes information about when and where the sign on happened, for example: The locatio...
Ben Brett -
Copy Address to Clipboard
You can copy a constituent's address to your clipboard so you can paste it into another document - e.g. in Word. If the constituent has a postal address a copy to clipboard button is shown above the address - as shown in the example below When y...
Ben Brett -
Unexpected Items in Send to Donorfy Review List
You may get items in your Send to Donorfy review list with strange email addresses or email addresses you do not recognise - see example below. This can happen when you forward an email you have received to your Send to Donorfy email address - Don...
Ben Brett -
Fixing Problems with Dates
The way in which are displayed in Donorfy or appear after being uploaded or downloaded can occasionally take a different format from what you were expecting. For example, you may have uploaded a file containing dates that appeared to be dd/mm/yyyy...
Ben Brett